See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,296 | $58,512+129.5% | $84,015+59.8% | $72,985+84.0% |
| Participation rate | 60.5% | 61.2%-0.7pp | 69.0%-8.5pp | 69.5%-9.0pp |
| Annual return | 19.90% | 28.93%-9.0pp | 71.31%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $3,103 | $1,163+166.8% | $1,983+56.5% | $2,440+27.2% |
| Participant deferral / active EE | $4,237 | $2,394+77.0% | $3,239+30.8% | $3,607+17.5% |
| Admin fee / account holder | $11,160 | $4,569+144.3% | $6,101+82.9% | $5,124+117.8% |